0001104659-26-059198.txt : 20260512
0001104659-26-059198.hdr.sgml : 20260512
20260512122028
ACCESSION NUMBER: 0001104659-26-059198
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20260331
FILED AS OF DATE: 20260512
DATE AS OF CHANGE: 20260512
EFFECTIVENESS DATE: 20260512
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: KMT WEALTH MANAGEMENT, LLC
CENTRAL INDEX KEY: 0002058235
ORGANIZATION NAME:
EIN: 933744216
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-25419
FILM NUMBER: 26967149
BUSINESS ADDRESS:
STREET 1: 2447 PACIFIC COAST HWY
STREET 2: 2ND FLOOR
CITY: HERMOSA BEACH
STATE: CA
ZIP: 90254
BUSINESS PHONE: 773-895-8962
MAIL ADDRESS:
STREET 1: 2447 PACIFIC COAST HWY
STREET 2: 2ND FLOOR
CITY: HERMOSA BEACH
STATE: CA
ZIP: 90254
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0002058235
XXXXXXXX
03-31-2026
03-31-2026
false
KMT WEALTH MANAGEMENT, LLC
2447 PACIFIC COAST HWY
2ND FLOOR
HERMOSA BEACH
CA
90254
13F HOLDINGS REPORT
028-25419
000328911
801-130902
N
Karen Tatman
Founder, CEO & CCO
773-895-8962
/s/ Karen Tatman
Hermosa Beach
CA
05-11-2026
0
17
184045208
INFORMATION TABLE
2
infotable.xml
APPLE INC
COM
037833100
494637
1949
SH
SOLE
0
0
1949
BROADCOM INC
COM
11135F101
244513
790
SH
SOLE
0
0
790
CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI
14020W106
263195
6187
SH
SOLE
0
0
6187
CAPITAL GROUP GBL GROWTH EQT
SHS CREATION UNI
14020X104
343244
10286
SH
SOLE
0
0
10286
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
6434491
90461
SH
SOLE
0
0
90461
HOME DEPOT INC
COM
437076102
204241
621
SH
SOLE
0
0
621
ISHARES TR
CORE S&P SCP ETF
464287804
1042091
8383
SH
SOLE
0
0
8383
ISHARES TR
CORE S&P500 ETF
464287200
65390893
100107
SH
SOLE
0
0
100107
MICROSOFT CORP
COM
594918104
549332
1484
SH
SOLE
0
0
1484
NVIDIA CORPORATION
COM
67066G104
245032
1405
SH
SOLE
0
0
1405
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
295947
9559
SH
SOLE
0
0
9559
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
212604
7311
SH
SOLE
0
0
7311
STATE STR SPDR S&P 500 ETF T
TR UNIT
78462F103
2155227
3314
SH
SOLE
0
0
3314
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
93496225
291438
SH
SOLE
0
0
291438
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2394383
4007
SH
SOLE
0
0
4007
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1012767
20300
SH
SOLE
0
0
20300
VANGUARD STAR FDS
VG TL INTL STK F
921909768
9266386
120171
SH
SOLE
0
0
120171